Licensed Financial Representative

Amplify•San Francisco, CA

42d•$50,000 - $200,000•Remote

About The Position

Amplify is transforming how families build wealth through life insurance. We are the first direct-to-consumer platform focused on helping clients leverage life insurance as both a protection and wealth-building vehicle. Through innovative technology and expert guidance, we make sophisticated financial strategies accessible, understandable, and actionable. Our mission is simple: create value for our customers while they are alive and well. We believe life insurance should do more than provide a death benefit—it should help families grow, protect, and access wealth throughout their lives. Backed by leading venture capital firms, Amplify is modernizing the life insurance industry and building the future of financial protection and wealth accumulation. As a Financial Representative, you will serve as a trusted advisor to individuals and families seeking life insurance and wealth-building solutions. You will engage with qualified leads provided by Amplify, conduct consultative sales conversations, and guide clients through the entire sales process from initial discovery through policy delivery and activation. Unlike traditional insurance sales roles, you will not be responsible for prospecting or purchasing leads. Amplify provides a pipeline of qualified inbound opportunities, allowing you to focus on what you do best: educating clients, building relationships, and helping customers make informed financial decisions. You will develop and manage your own book of business, serving as the primary point of contact throughout the client journey. From needs analysis and policy design to policy delivery, you will own the client relationship and drive successful outcomes. This role is ideal for highly motivated sales professionals who thrive in a performance-driven environment, enjoy helping clients achieve their financial goals, and are excited about combining technology, finance, and relationship-based selling.

Requirements

Active Life Insurance License in at least one U.S. state. Must maintain all licenses, appointments, and continuing education requirements necessary to conduct business in assigned jurisdictions.
2+ years of consultative sales experience, preferably in life insurance, financial services, or a related industry.
Demonstrated success in a commission-driven sales environment.
Strong communication and relationship-building skills.
Experience conducting sales conversations via phone and virtual meetings.
Ability to explain complex financial concepts in a clear and understandable manner.
Experience utilizing CRM systems, sales technology, and productivity tools.
Self-motivated, organized, and goal-oriented.
Reliable high-speed internet connection
Dedicated professional workspace free from distractions
Ability to participate in video meetings
Compliance with company technology and security requirements

Nice To Haves

Active Life and Health Insurance licenses
Experience with permanent life insurance products, including Indexed Universal Life (IUL).
Familiarity with financial planning, retirement planning, and tax-advantaged wealth accumulation strategies.
Bachelor's degree.
Bilingual English/Spanish.
Experience managing a book of business or ongoing client relationships.

Responsibilities

Engage qualified inbound leads provided by Amplify through outbound calls, SMS, and email communications.
Conduct consultative discovery conversations to understand each client's financial goals, family needs, risk tolerance, and wealth objectives.
Educate clients on life insurance concepts, including term life insurance, Indexed Universal Life (IUL), and Final Expense (FE) solutions.
Present personalized recommendations and illustrate how proposed solutions align with client objectives.
Guide clients through the application process and gather all required information and documentation.
Consistently achieve or exceed individual sales and production goals.
Serve as the primary relationship manager for assigned clients throughout the sales and delivery process.
Maintain regular communication with clients as they progress through underwriting and policy delivery.
Proactively manage client expectations and ensure a high-quality customer experience.
Coordinate with case managers to address client questions and facilitate timely policy approval and delivery.
Conduct policy delivery appointments and review policy details with clients.
Ensure clients understand their policy structure, benefits, premium commitments, and long-term objectives.
Confirm successful policy delivery.
Identify opportunities for additional coverage, policy optimization, or future planning discussions.
Foster long-term client relationships that drive retention and referrals.
Partner with case managers, operations teams, and leadership to improve client outcomes.
Participate actively in sales coaching, training sessions, and team meetings.
Maintain required insurance licensing and continuing education requirements.
Contribute feedback to improve sales processes, customer experience, and platform enhancements.
Maintain compliance with all applicable insurance regulations
Follow company compliance, privacy, and data security policies
Accurately document all client interaction in the CRM
Ensure all disclosures and policy illustrations are presented in accordance with carrier and regulatory requirements
Protect confidential client information